SWA
Sutton Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8
| Closed | -$1.07K | – | 944 |
|
|
2022
Q4 | $1.07K | Hold |
8
| – | – | ﹤0.01% | 1301 |
|
|
2022
Q3 | $1.06K | Sell |
8
-2
| -20% | -$265 | ﹤0.01% | 1278 |
|
|
2022
Q2 | $1.17K | Buy |
10
+4
| +67% | +$466 | ﹤0.01% | 1250 |
|
|
2022
Q1 | $830 | Hold |
6
| – | – | ﹤0.01% | 1388 |
|
|
2021
Q4 | $756 | Buy |
+6
| New | +$756 | ﹤0.01% | 1409 |
|